Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $4.5M |
| 3 | Brookstone Capital Management | $3.2M |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $2.8M |
| 5 | Kellett Wealth Advisors, LLC | $2.6M |
| 6 | Strategic Blueprint, LLC | $1.8M |
| 7 | Spire Wealth Management | $1.5M |
| 8 | Sonoma Allocations LLC | $938.4K |
| 9 | SteelPeak Wealth, LLC | $838.8K |
| 10 | FIDUCIARY FINANCIAL GROUP, LLC | $774.0K |
| 11 | BCS Wealth Management | $662.8K |
| 12 | Lantz Financial LLC | $557.1K |
| 13 | MILESTONE ASSET MANAGEMENT, LLC | $447.7K |
| 14 | Encompass More Asset Management | $432.5K |
| 15 | RFG Advisory, LLC | $344.4K |
| 16 | LifeWealth Investments, LLC | $270.6K |
| 17 | CoreCap Advisors, LLC | $252.5K |
| 18 | Bright Futures Wealth Management, LLC. | $247.5K |
| 19 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $243.0K |
| 20 | Accurate Wealth Management, LLC | $215.1K |
| 21 | Octavia Wealth Advisors, LLC | $207.8K |
| 22 | DHJJ Financial Advisors, Ltd. | $120.2K |
| 23 | Farther Finance Advisors, LLC | $92.9K |
| 24 | IFP Advisors, Inc | $91.1K |
| 25 | Triumph Capital Management | $22.9K |
| 26 | AdvisorNet Financial, Inc | $6.5K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$938.4K | |
| 2 | +$838.8K | |
| 3 | +$652.1K | |
| 4 | +$433.0K | |
| 5 | +$252.0K | |
| 6 | +$211.1K | |
| 7 | +$207.8K | |
| 8 | +$122.5K | |
| 9 | +$105.1K | |
| 10 | +$103.6K | |
| 11 | +$82.6K | |
| 12 | +$58.3K | |
| 13 | +$38.9K | |
| 14 | +$32.9K | |
| 15 | +$12.3K | |
| 16 | +$9.8K | |
| 17 | +$8.6K | |
| 18 | +$7.7K | |
| 19 | +$6.5K | |
| 20 | +$5.1K | |
| 21 | +$4.9K | |
| 22 | +$4.5K | |
| 23 | +$1.1K | |
| 24 | -$8.9K | |
| 25 | -$15.1K | |
| 26 | -$34.9K | |
| 27 | -$38.3K | |
| 28 | -$187.7K |